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Experience
Kara is a client relationship manager and consults with defined contribution clients on all areas of plan design and compliance with ERISA and related regulations. Kara’s areas of expertise include controlled groups, fiduciary oversight, and prevailing wage rate plans.
Kara also consults with clients on both qualified and nonqualified retirement plans to help them meet their retirement income goals.
Professional Designations
- Certified Pension Consultant (CPC), ASPPA
- Qualified Pension Administrator (QPA), ASPPA
Education
- BA, Economics and English, St. Lawrence University
- MBA, The College of Saint Rose
